Client Support Advisor III
Location: NEWTON, Massachusetts

Join a bank like no other.

When you work with the world's most innovative companies, you know you're making a difference.
Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.
They come to SVB for our expertise, deep network and 30+ years of experience in the industries we serve, and to partner with passionate, enterprising SVBers, dedicated to helping them grow and succeed at every stage of their business.
As a Client Service Advisor, you bring excellent oral, written communication skills, and may develop training content that showcases your presentation skills with clients and internal business partners. CSA's communicate effectively with various cross-functional business team partners and vendor contacts. You will serve at the forefront of our client's experience as a technical resource for new commercial banking products/channel/rep tools. You will research and resolve a variety of online, mobile, API and operational issues received daily through client inbound call and email channels.

Setting client expectations and delivering consistent follow up with clients is a critical deliverable in this role. You will utilize your problem-solving skills to handle client issues with diplomacy, tact and efficiency.

Our team coaches colleagues in terms of client interaction and training to best practices. We play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations. CSA's share joint accountability with one's direct manager for goal development, training initiatives, and partner feedback.

Skills and Requirements:
Excellent written and verbal communication skills including presentation skills and ability to communicate with a variety of experience levels across business teams, vendor contacts and SVB clients.

3+ years experience and bachelors degree or equivalent experience
Capable of working independently yet collaborate with team members.
Demonstrate ability to multi-task and prioritize work queues.
Strong organizational and time management skills.
Proficient in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytic tools.
SVB Financial Group is an equal opportunity employer.


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